Position in AXS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$76,927
+$2,087 QoQ
Shares Held
716
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#369
of 468 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $89,149 across 5 Insurance - Specialty names. AXS ranks #1 (86.3% of the industry book) .
All Filings in AXS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,927 | 716 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $74,840 | 738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $81,067 | 757 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $72,903 | 761 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $79,007 | 761 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $76,984 | 768 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $67,794 | 765 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $62,095 | 780 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $53,835 | 762 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $49,935 | 768 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $42,967 | 776 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||